Lido Advisors, LLC

Position in CB — Chubb Ltd

CIK 1650150 Los Angeles, CA

Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$25,325,840

+$2,755,841 QoQ

Shares Held

74,326

+7.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#273

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Derivatives in CB

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,294,812

PutShares

3,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $57,906,647 across 16 Insurance - Property & Casualty names. CB ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	74,326	$25,325,840
2	ALL	Allstate Corp	36,412	$8,663,870
3	PGR	Progressive Corp/Oh/	34,530	$7,543,077
4	TRV	Travelers Companies, Inc.	17,677	$5,835,530
5	WRB	Berkley W R Corp	30,007	$2,116,392
6	CINF	Cincinnati Financial Corp	8,415	$1,557,952
7	LMND	Lemonade, Inc.	20,857	$1,356,747
8	MKL	Markel Group Inc.	613	$1,197,195

All Filings in CB

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,325,840	74,326	+7.3%	Shares	Defined	2026-08-07
2026-06-30	$1,294,812	3,800	-2.6%	Put	Sole	2026-08-07
2026-03-31	$22,569,999	69,248	+4.4%	Shares	Defined	2026-05-13
2026-03-31	$1,271,127	3,900	+333.3%	Put	Sole	2026-05-13
2025-12-31	$20,695,740	66,307	+1.3%	Shares	Defined	2026-02-10
2025-12-31	$280,908	900	0.0%	Put	Sole	2026-02-10
2025-09-30	$18,476,084	65,460	+31.4%	Shares	Defined	2025-11-14
2025-09-30	$254,025	900	-18.2%	Put	Sole	2025-11-14
2025-06-30	$14,431,531	49,812	+48.1%	Shares	Defined	2025-08-13
2025-03-31	$10,160,452	33,645	+30.2%	Shares	Defined	2025-05-15
2025-03-31	$332,189	1,100	0.0%	Put	Sole	2025-05-15
2024-12-31	$7,140,696	25,844	+3.8%	Shares	Defined	2025-02-14
2024-12-31	$303,930	1,100	0.0%	Put	Sole	2025-02-14
2024-09-30	$86,517	300	0.0%	Call	Sole	2024-11-14
2024-09-30	$317,229	1,100	—	Put	Sole	2024-11-14
2024-09-30	$7,182,641	24,906	-1.2%	Shares	Defined	2024-11-14
2024-06-30	$6,428,014	25,200	+12.1%	Shares	Sole	2024-08-15
2024-06-30	$76,524	300	0.0%	Call	Sole	2024-08-15
2024-03-31	$77,739	300	0.0%	Call	Sole	2024-05-15
2024-03-31	$5,823,168	22,472	-0.7%	Shares	Defined	2024-05-15
2023-12-31	$5,116,188	22,638	+3.0%	Shares	Defined	2024-02-14
2023-12-31	$67,800	300	0.0%	Call	Sole	2024-02-14
2023-09-30	$62,454	300	—	Call	Sole	2023-11-14
2023-09-30	$4,574,130	21,972	-37.0%	Shares	Sole	2023-11-14
2023-06-30	$6,712,834	34,861	+11.3%	Shares	Defined	2023-08-09
2023-03-31	$6,082,687	31,325	+89.1%	Shares	Defined	2023-05-15
2022-12-31	$3,654,239	16,565	-24.0%	Shares	Sole	2023-02-14
2022-09-30	$3,966,438	21,808	+196.9%	Shares	Defined	2022-11-14
2022-06-30	$1,443,683	7,344	+37.7%	Shares	Sole	2022-08-15
2022-03-31	$1,140,728	5,333	+69.3%	Shares	Sole	2022-05-17
2021-12-31	$608,926	3,150	+1.1%	Shares	Sole	2022-02-15
2021-09-30	$540,563	3,116	-22.7%	Shares	Sole	2022-02-15
2021-06-30	$640,846	4,032	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$636,145	4,027	-3.9%	Shares	Sole	2021-05-13
2020-12-31	$644,924	4,190	-5.3%	Shares	Sole	2021-02-08
2020-09-30	$513,947	4,426	+1.4%	Shares	Sole	2020-11-12
2020-06-30	$552,569	4,364	-52.0%	Shares	Sole	2020-08-12
2020-03-31	$1,014,591	9,084	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.